-6.6%
FXI vs UTHR
+140.7%
-147.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.4% |
| 7D | -2.8% | +3.0% | -5.8% | -3.1% |
| 30D | -5.3% | -4.3% | -1.0% | -5.0% |
| 3M | +0.3% | -8.4% | +8.7% | +1.1% |
| 6M | -4.6% | -4.2% | -0.4% | -4.3% |
| YTD | -9.1% | +4.0% | -13.1% | -9.7% |
| 1Y | -12.0% | +25.5% | -37.5% | -14.1% |
| 3Y | +38.6% | +125.1% | -86.5% | +22.3% |
| 5Y | -6.6% | +140.3% | -146.9% | -18.1% |
| All | -6.6% | +140.7% | -147.3% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling